1月7日，阿科力盘中上涨2.03%，截至10:01，报40.20元/股，成交4136.86万元，换手率1.08%，总市值 39.28亿元。 资金流向方面，主力资金净流入252.72万元，特大单买入262.54万元，占比6.35%，卖出231.82万元，占 比5.60%；大单买入581.65万元，占比14.06%，卖出359.65万元，占比8.69%。 阿科力今年以来股价涨1.85%，近5个交易日涨6.86%，近20日涨3.21%，近60日跌8.07%。 阿科力所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：小盘、燃料电池、增 持回购、新材料、专精特新等。 截至9月30日，阿科力股东户数8766.00，较上期增加46.74%；人均流通股10917股，较上期减少 31.85%。2025年1月-9月，阿科力实现营业收入3.37亿元，同比减少7.46%；归母净利润-1639.22万元， 同比减少141.59%。 分红方面，阿科力A股上市后累计派现1.98亿元。近三年，累计派现5353.88万元。 责任编辑：小浪快报 资料显示，无锡阿科力科技股份有限公司位于江苏省无锡市锡山区东港镇新材料产业园(民祥 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 新项目陆续投产，提供公司竞争力及盈利能力 报告摘要 12月18日，公司发布公告表示潜江子公司年产29吨/年特种高耐热树脂生产线已完成主体建设及设备安 装、调试工作，项目正式进入试生产阶段。12月27日，公司发布公告表示潜江子公司年产20,000吨聚醚 胺、年产30,000吨光学材料（环烯烃单体及聚合物）项目（一期工程）已完成主体建设及设备安装、调 试工作，项目正式进入试生产阶段。其中一期工程包括年产10,000吨聚醚胺、2,500吨聚醚、2,500吨改 性环氧树脂等产能。上述项目的投产，将进一步丰富公司产品线，同时也有助于公司降本增效，从而提高 公司的综合竞争力和盈利能力。 风险提示： 产品及原材料价格波动，下游需求不及预期，行业竞争加 ...

Group 1 - The core viewpoint of the news is that Akole's stock has experienced fluctuations, with a recent increase in price but an overall decline for the year [1] - As of December 29, Akole's stock price was 37.85 yuan per share, with a market capitalization of 3.699 billion yuan [1] - Year-to-date, Akole's stock has decreased by 9.67%, while it has seen a slight increase of 1.94% over the last five trading days [1] Group 2 - Akole's main business involves the research, production, and sales of chemical new materials, including polyether amines and specialty epoxy resins, with revenue composition of 59.70% from fatty amines and 40.01% from optical materials [1] - As of September 30, the number of Akole's shareholders increased to 8,766, a rise of 46.74%, while the average circulating shares per person decreased by 31.85% [2] - For the period from January to September 2025, Akole reported revenue of 337 million yuan, a year-on-year decrease of 7.46%, and a net profit attributable to shareholders of -16.39 million yuan, a decline of 141.59% [2] Group 3 - Akole has distributed a total of 198 million yuan in dividends since its A-share listing, with 53.54 million yuan distributed over the past three years [3]

Core Viewpoint - Changde Technology's IPO has been accepted, but the company has experienced declining profits despite increasing revenues in recent years, leading to a need for fundraising to improve liquidity [1][3]. Financial Performance - The company's revenue for the years 2022 to 2025 (first half) is reported as 969 million, 1.064 billion, 1.555 billion, and 719 million yuan respectively, while net profit has decreased from 183 million to 49.25 million yuan during the same period [3][4]. - The gross profit margin has fluctuated, showing a decline from 35.21% in 2022 to 14.06% in the first half of 2025 [4][6]. Business Operations - Changde Technology focuses on green low-carbon industries, specializing in resource utilization and new material manufacturing, with established partnerships with notable companies [2]. - The company plans to raise 500 million yuan through its IPO, with funds allocated for expanding production capacity and improving product quality [7][8]. Production Capacity - As of the first half of 2025, the utilization rates for several key products remain unsaturated, with rates of 86.91% for by-product utilization and only 38.24% for polyether amine series products [9][10]. - The company has faced production challenges due to upstream supplier relocations and market price fluctuations, impacting overall performance [5][6]. Cost Structure - Raw material costs account for over 80% of the total production costs, with significant risks associated with price volatility [11]. - The company's inventory has been increasing year by year, raising concerns about potential declines in product sales prices and the risk of inventory impairment [13].

格隆汇12月26日丨阿科力(603722.SH)公布，全资子公司阿科力科技（潜江）有限公司年产20,000吨聚醚 胺、年产30,000吨光学材料(环烯烃单体及聚合物)项目(一期工程)已完成主体建设及设备安装、调试工 作，一期工程包括年产聚醚胺10,000吨、年产聚醚2,500吨、年产改性环氧树脂2,500吨。近日，项目一 期工程试生产方案经专家组评审获得通过，并经相关主管部门同意，正式进入试生产阶段。 ...

人民财讯12月26日电，阿科力（603722）12月26日公告，全资子公司阿科力科技(潜江)有限公司年产 20000吨聚醚胺、年产30000吨光学材料(环烯烃单体及聚合物)项目(一期工程)已完成主体建设及设备安 装、调试工作，一期工程包括年产聚醚胺10000吨、年产聚醚2500吨、年产改性环氧树脂2500吨。近 日，项目一期工程试生产方案经专家组评审获得通过，并经相关主管部门同意，正式进入试生产阶段。 ...

一、募集资金基本情况 经中国证券监督管理委员会《关于同意无锡阿科力科技股份有限公司向特定对象发行股票注册的批复》 （证监许可[2024]1011号），并经上海证券交易所同意，公司向特定对象发行人民币普通股（A股） 7,762,621股，发行价格为27.72元/股，募集资金总额为人民币215,179,854.12元，扣除相关发行费用 7,866,711.65元（不含增值税）后，实际募集资金净额为人民币207,313,142.47元，已由主承销商兴业证 券股份有限公司于2024年10月8日汇入本公司募集资金监管账户。上述资金到位情况业经致同会计师事 务所（特殊普通合伙）验证，并出具了致同验字〔2024〕第110C000352号《验资报告》。 证券代码：603722 证券简称：阿科力 公告编号：2025-092 无锡阿科力科技股份有限公司 关于募投项目调减投资金额及延期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 无锡阿科力科技股份有限公司（以下简称"公司"）于 2025 年 12 月 10 日召开第五届董事会第七次 ...

阿科力公告，公司第五届董事会第七次会议审议通过议案，同意将向特定对象发行股票募集资金投资项 目"年产2万吨 聚醚胺项目"调整为"年产1万吨聚醚胺项目"，调减投资金额并对达到预定可使用状态的 时间进行延期。募集资金总额为人民币2.15亿元，实际募集资金净额为人民币2.07亿元。截至2025年10 月31日，募投项目累计投资金额为1.57亿元。调整后项目投资总额为2.47亿元，预计达到可使用状态时 间为2026年12月。 ...

Core Viewpoint - Acolyte's stock price has experienced fluctuations, with a year-to-date decline of 2.51% and a recent drop of 4.27% over the past five trading days, indicating potential challenges in market performance [1][2]. Group 1: Stock Performance - As of November 18, Acolyte's stock price was 40.85 CNY per share, with a market capitalization of 3.992 billion CNY [1]. - The stock has seen a net outflow of 3.7747 million CNY in principal funds, with large orders accounting for 12.75% of total purchases and 23.03% of total sales [1]. - Year-to-date, Acolyte has appeared on the trading leaderboard once, with a net buy of -28.4996 million CNY on September 1 [1]. Group 2: Financial Performance - For the period from January to September 2025, Acolyte reported operating revenue of 337 million CNY, a year-on-year decrease of 7.46%, and a net profit attributable to shareholders of -16.3922 million CNY, a decline of 141.59% [2]. - Cumulatively, Acolyte has distributed 198 million CNY in dividends since its A-share listing, with 53.5388 million CNY distributed over the past three years [3]. Group 3: Company Overview - Acolyte, established on July 8, 1999, and listed on October 25, 2017, is located in Wuxi, Jiangsu Province, focusing on the research, production, and sales of chemical new materials, including polyether amines and specialty epoxy resins [1]. - The company's main business revenue composition includes 59.70% from fatty amines and 40.01% from optical materials [1].

Core Points - Acolyte's stock price decreased by 2.03% on November 14, trading at 41.95 CNY per share with a market capitalization of 4.099 billion CNY [1] - The company has seen a year-to-date stock price increase of 0.12%, with a 5-day increase of 5.11% and a 20-day increase of 5.80%, but a 60-day decline of 6.78% [1] - Acolyte's main business includes the research, production, and sales of chemical new materials, with revenue composition of 59.70% from fatty amines and 40.01% from optical materials [1] Financial Performance - For the period from January to September 2025, Acolyte reported revenue of 337 million CNY, a year-on-year decrease of 7.46%, and a net profit attributable to shareholders of -16.39 million CNY, a decrease of 141.59% [2] - The company has distributed a total of 198 million CNY in dividends since its A-share listing, with 53.54 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, Acolyte had 8,766 shareholders, an increase of 46.74% from the previous period, while the average number of circulating shares per person decreased by 31.85% to 10,917 shares [2]